Achieve your own form of wealth, with peace of mind

Strongly recommend Stephen Eve Financial Planning, we have worked with Sally Jackson for a number of years and can't speak more highly of the thoughtful and pragmatic advice she has provided us with throughout.

Excellent communications , No jargon / buzz words honest advice for financial planning / retirement / inheritance planning. We have been involved with Ben and associates since the beginning of the company and would not hesitate to recommend their services.

Ben and the team at Stephen Eve instil confidence when navigating the financial investment world. The support and advice they give is easy to understand and tailor made to your personal circumstance. Highly recommend!

Really happy with the service offered by Ben and his team. Feel supported at all times and, as someone new to this world, appreciate the understanding and patient tone and explanations that are so readily offered. Would definitely recommend.

Sally has been our advisor for some time now, assisting us in our later years of employment, through the transition to retirement. Along the way Sally has taken the time to fully understand our changing requirements and guided us through the minefield of financial planning. Thank you Sally we can’t thank you enough.

Sally Jackson has been our IFA for several years and always gives a very efficient , helpful and friendly service. She is always fully prepared for review meetings and researches any new financial investment opportunities in great detail but has the ability to explain in layman's language .We have no hesitation in recommending her as a first class Financial Advisor who we trust implicitly to give sound independent advice.

I can't thank Ben enough for his time and advice in helping me understand my pension options. A few weeks ago I was clueless and now I feel that, thanks to Ben, I have a solid understanding of my financial future for my retirement. Ben took a weight off my shoulders and it is good to know that I can call on his help as and when I need it in the future. I can't recommend Stephen Eve Financial Planning highly enough. Thank you!

I contacted Steven Eve Financial Planning for advice about my pension lump sum, prior to retiring. Ben Slater suggested that my husband & I meet with him to review our finances in general which we did. We have consolidated all our savings & my pension lump sum into one investment with Aegon & have reviewed my husband's Aegon pension as well. We have met with Ben Slater about 4 times, including once at our home. He has been very helpful in understanding our situation & proposing the best way forward to manage our finances. We now have a onsolidated & streamlined set of investments which will be easier to manage & will optimise our savings income. Ben has been extremely helpful & attentive, as have other members of his team & we feel confident about the way forward for our future financial security.

I can’t recommend Stephen Eve Financial Planning highly enough. From my very first meeting, it was clear that they prioritize people over numbers. A huge shoutout to Ben Slater, who has been absolutely fantastic to work with. Ben has a rare ability to take complex financial jargon and translate it into a clear, actionable plan that actually makes sense. He is incredibly professional, patient, and—most importantly—genuinely invested in helping me reach my long-term goals. The entire process felt transparent and personalized. I finally feel like I have a solid roadmap for my financial future and the peace of mind that comes with it. If you’re looking for expert advice delivered with a personal touch, definitely ask for Ben!

The key to most financial relationships is trust. I have known Ben several years now and every call or meeting is met with the same high level of enthusiasm and care. This is a family friendly firm offering excellent advice with the level of knowledge you would expect from a Chartered Financial Adviser. I retired early to travel and Ben's expertise has given me total confidence to get on with what I want to do, and leave him to look after my finances. Thank you Ben, Danielle Rav Mandy and Ryan, for all your help and support.